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Employees: 1,901
Size Verra Mobility (VRRM) is a United States Industrials company (Other Transportation) with a market value of $333M, the 3021st largest of 3,117 United States companies the cockpit tracks. Shares closed at $2.19 on 6 Nov 2026.
Performance Over six months the shares fell 84.7%, against -15.6% for the median peer and -1.1% for the United States market (cap-weighted) — lowest of 21 in its peer set.
Growth Revenue grew 6.5% over the last twelve months (peer median +0.6%); the operating margin is 23.3% (peer median 2.3%).
Valuation It trades at 2.9× forward earnings against a peer median of 13.2× (cheapest of 9).
Price implies For today's price to make sense, revenue must grow about -20% a year for seven years (Req g). Recent delivered growth is +20%, so the hurdle is -40 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 9.5 points above its cost of capital (5.8% WACC).
Backlog Backlog (remaining performance obligations) was $187M at 30 Sep 2026, up 17% on a year earlier — 0.2 years of trailing revenue. Backlog detail →
Next results Next results expected around 4 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.00B | $979M | $879M | $817M | $742M |
| Revenue growth | — | +11% | +8% | +10% | — |
| Gross profit | $787M | $789M | $725M | $661M | $556M |
| EBITDA | $347M | $355M | $348M | $303M | $309M |
| Net income | $37.8M | $137M | $31.4M | $57.0M | $92.5M |
| Free cash flow | $134M | $134M | $152M | $148M | $170M |
| Capital expenditure | $114M | $119M | $70.9M | $57.5M | $48.2M |
| Total debt | $1.09B | $1.07B | $1.07B | $1.07B | $1.25B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | VRRM | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -25.0% | -7.9% | 2nd lowest of 21 |
| 6-month return | -84.7% | -15.6% | lowest of 21 |
| Distance from 52-week high | -90.7% | -36.2% | lowest of 21 |
| Revenue growth (TTM) | +6.5% | +0.6% | 6th highest of 21 |
| Operating margin | 23.3% | 2.3% | 2nd highest of 21 |
| Forward P/E | 2.9× | 13.2× | cheapest of 9 |
| Growth the price implies (Req g, 7 yrs) | -20.4% | 3.2% | least demanding of 16 |
| Growth delivered (Del g) | +20.0% | +7.5% | 5th highest of 16 |
| Hurdle (Req g minus delivered) | -40.4 pp | -5.5 pp | least demanding of 16 |
| ROIC minus cost of capital | +9.5 pp | -1.5 pp | highest of 21 |
| EV / EBITDA | 3.7× | 9.8× | 2nd cheapest of 10 |
| Net debt / EBITDA | 2.7× | 0.2× | 3rd most indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Verra Mobility VRRM | United States | $333M | -85% | +6% | 23% | 2.9× | -20.4% | +20.0% |
| Ernst Russ ERAG.DE | Germany | $335M | +5% | -9% | 28% | 7.4× | -8.8% | +22.3% |
| West Shanghai Automotive Service 605151.SS | China | $327M | -25% | +3% | 4% | n/a | 3.8% | +9.4% |
| Henan Xinning Modern Logistics 300013.SZ | China | $312M | -10% | +278% | -1% | n/a | n/a | n/a |
| JIANGSU WANLIN MODERN LOGISTICS 603117.SS | China | $309M | -26% | -14% | 0% | n/a | n/a | n/a |
| Mobico MCG.L | United Kingdom | $360M | +103% | +5% | 5% | 4.3× | n/a | n/a |
| Aeroporto Guglielmo Marconi di Bologna ADB.MI | Italy | $361M | +3% | +10% | 18% | 15.4× | -1.8% | +22.0% |
| Zhuhai Winbase International Chemical Tank Terminal 002492.SZ | China | $306M | -37% | -19% | -64% | n/a | -11.4% | -1.7% |
| Toscana Aeroporti TYA.MI | Italy | $371M | -2% | +13% | 22% | n/a | -3.9% | +23.6% |
| Longzhou 002682.SZ | China | $371M | -27% | +5% | -17% | n/a | 9.9% | -7.4% |
| Subaru Enterprise 9632.T | Japan | $424M | +48% | 0% | 15% | n/a | -6.0% | +1.5% |
| Guangzhou Hangxin Aviation Technology 300424.SZ | China | $457M | -35% | -1% | -3% | n/a | 3.2% | +7.5% |
| Tianjin Port Development 3382.HK | Hong Kong | $478M | -14% | -21% | 21% | n/a | -8.3% | -5.5% |
| Sichuan Fulin Transportation 002357.SZ | China | $496M | -10% | -2% | -8% | n/a | 43.1% | +5.3% |
| Beijing Changjiu Logistics 603569.SS | China | $502M | -17% | -47% | -1% | 10.5× | 6.2% | -2.0% |
| Guangdong Great River Smarter Logistics 002930.SZ | China | $507M | -43% | +5% | -8% | 49.3× | 8.9% | +7.1% |
| Shanghai Shentong Metro 600834.SS | China | $520M | -9% | +1% | 8% | n/a | 11.4% | +14.6% |
| Hainan Haiqi Transportation 603069.SS | China | $548M | -32% | -22% | -20% | 23.1× | n/a | n/a |
| China Hi-Tech 600730.SS | China | $548M | -31% | +16% | -32% | n/a | n/a | n/a |
| Delixi New Energy Technology 603032.SS | China | $550M | -33% | +27% | 17% | 68.0× | 33.8% | +61.4% |
| Bohai Ferry 603167.SS | China | $565M | -10% | -5% | 14% | 11.0× | -8.4% | +9.6% |
Verra Mobility reported $187M of remaining performance obligations at 30 Sep 2026, up 17% from a year earlier and down 6% from the previous quarter. That is 0.2 years of trailing revenue already under contract. Book-to-bill last quarter: 0.95.